Analysis: Leidos Holdings, Inc.

US:LDOS

Why is Leidos Holdings, Inc. stock rising?

  • Low-cost containerized munitions (AGM-190A/LCCM) moves from framework agreement to full-rate production, with 3,000 units targeted before decade-end.
  • Navy medium unmanned surface vessel testing position sets up a potential production award in Q4 2026.
  • Entrust acquisition creates a scaled energy infrastructure business with a refreshed $10 billion order pipeline and orders expected to convert within one to two years.
  • 2026 guidance raised again, with revenue midpoint up $100 million, EPS midpoint up $0.05, and operating cash flow up $50 million.

Get valuation models, detailed research reports, thematic primers, one-pagers, risk analysis, growth triggers, bear case, capex tracker, walk the talk, and more for Leidos Holdings, Inc. and 4,900+ companies.

Sign in
5-day free pass. No card required.